Katrina Jean Mleziva
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katrina Jean Mleziva is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Green Bay, WI, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
18 states and territories
Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Nevada, New York, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jul 2022 – Jan 2025Charlotte, NC
- Encadria Staffing SolutionsJan 2022 – Jun 2022Green Bay, WI
- Taverne In The Sky Lodge KohlerFeb 2022 – Jun 2022Green Bay, WI
- Red LobsterJan 2022 – Jan 2022Ashwaubenon, WI
- WoodmansOct 2021 – Dec 2021La Crosse, WI
- University of Wisconsin - La-CrosseSep 2019 – Dec 2021La Crosse, WI
- American Foods GroupMay 2021 – Sep 2021Green Bay, WI
- The CrowOct 2020 – Jan 2021La Crosse, WI
- TargetApr 2020 – Jun 2020Green Bay, WI
- Red LobsterJan 2020 – Mar 2020La Crosse, WI
- Encadria Staffing SolutionsJun 2019 – Aug 2019Green Bay, WI
- Red LobsterJun 2017 – Aug 2019Ashwaubenon, WI
- Dairy QueenJun 2016 – Jun 2017Pulaski, WI
- Bank of America, N.A.Nov 2022 – Jan 2025Saint Petersburg, FL
- Raymond James Financial Services, Inc.Jul 2025 – no end date reportedGreen Bay, WI
- Raymond James Financial Services Advisors, Inc.Jul 2025 – no end date reportedGreen Bay, WI
- St. Norbert CollegeAug 2018 – May 2019De Pere, WI
- Pulaski High SchoolSep 2015 – May 2018Pulaski, WI
- UnemployedJan 2025 – Jul 2025Pulaski, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Raymond James Financial Services Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katrina Jean Mleziva has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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